Saving for College 101

The Latte Lie and Other Myths

Oakley Retirement Services

Wealth Management, Preservation, and Income Planning

As a small, independent family firm, we have the freedom of true independence. We don’t work for a company, we work for our clients. This is the only way to truly uphold our fiduciary responsibility to the families with whom we work. Our decisions are not made for the benefit of stockholders, but solely in the best interest of our clients.

Education is paramount. We don’t want you to just know what we recommend, but why. We want to take you through our mental process to understand the reasoning and purpose behind each strategy, while at the same time keeping things simple and to the point. The more you know and understand, the more comfortable you can be when the markets face challenges and our plans are put to the test.

Thursday, March 22nd at 6:00 PM, we will be at Timacuan Golf and Country Club in Lake Mary. Dinner will be a choice of Chicken Oscar or Prime Rib. Please either register using the website link, or call Janet to make your reservation and let us know the names of any guests who will be attending.
March 22, 2018
6:00p - 8:30p

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After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%.[1] The MSCI EAFE also...

After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%.[1] International stocks in the MSCI EAFE also took a 2.78% hit.[2] Domestically...

Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%.[1] The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%.[2] International stocks in the MSCI...

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*Guarantees often provided through fixed or fixed indexed annuity contracts, or certain cash value life insurance contracts backed by the claims-paying ability of the issuing insurance company. Other safe money strategies include FDIC- insured CD's, savings, money market, and other cash-equivalent accounts.

**Guarantees achieved often through the use of income riders on fixed indexed annuity contracts and/ or immediate annuities. Guarantees are based on the claims paying ability of the issuing insurance company.

***Increasing income achieved through specific income riders attached to fixed indexed annuity contracts, sometimes for an additional cost, that allow for growth of income payments over time. These guarantees are based on the claims-paying ability of the issuing insurance companies.